Siebel CRM Siebel Mobile Guide: Connected Siebel Innovation Pack 2016, Rev. C E52426-01 |
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A return order is an order that the customer returns. It contains products or services that the customer purchased on a specific date.
The following procedures related to returns and return management are included in this topic:
"Modifying Line Item Information for a Return Order"
Note : You must complete the relevant setup tasks detailed in Siebel Consumer Goods Guide and Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Consumer Goods. |
You can display return order details by using the Return Order list.
To display return order details
Tap the Side Menu icon on the application banner, and then tap Returns to display the following:
The Return Order list and details for the selected return order in the right pane.
A list in the left pane in which you can select the related items for return orders.
Tap a return order in the Return Order list.
All details for the selected return order appear below the list in the right pane.
To view the related items for the selected return order, tap the following names in the left pane:
Return Order. Shows the return orders list and details for the selected return order. For more information, see "Modifying Return Order Information".
Order Detail. Shows the line items associated with the selected return order. For more information, see "Modifying Line Item Information for a Return Order".
Complete the following procedure to modify return order information.
To modify return order information
Tap the Side Menu icon on the application banner, and then tap Return to display the following:
The Return Order list and details for the selected return order in the right pane.
A list in the left pane in which you can select the related items for return orders.
Update an existing return order as follows:
Tap a return order in the Return Order list.
All details for the selected return order appear below the list in the right pane.
Tap the record field that you want to update, and update the field value.
You must navigate away from the record to save your changes to it.
Create a new return order as follows:
Tap the plus (+) icon in the right pane.
Enter the information for the new return order in the fields that appear, and then save the record.
The following table describes the field.
Field Name | Description |
---|---|
Order Date | Displays the date the order was created. |
Order Number | Displays the order number. |
Type | Displays the order type, such as, RMA Return and RMA Exchange. |
Status | Displays the status of the order. For example: Pending, New, Open, Booked, In-Transit, Shipped, Billed, Active, Paid, Closed, and so on. |
Account | Select an account to associate the order to. |
Location | Displays the account's site location. This field fills in after you choose an account. |
Price List | Select a price list to associate with the order. |
Tax List | Select a tax list to associate with the order. |
Priority | Select a priority (High, Medium, Low, Urgent) for he order. |
Discount Percent | Select a discount to associate with the order if applicable. |
Pymt Mthd | Select the payment method for the order. |
Avail Credit | Displays the account's available credit. This field fills in after you choose an account. |
State | Displays the account's state location. This field fills in after you choose an account. |
Complete the following procedure to modify the line item information for a return order.
To modify the line item information for a return order
Tap the Side Menu icon on the application banner, and then tap Returns to display the following:
The Return Order list and details for the selected return order in the right pane.
A list in the left pane in which you can select the related items for return orders.
Tap a return order in the Return Order list.
All details for the selected return order appear below the list in the right pane.
Update an existing return order line item as follows:
Tap Order Detail in the list in the left pane, and then tap a return order line item in the right pane.
Tap the record field that you want to update, and update the field value.
You must navigate away from the record to save your changes to it.
Create a new return order line item as follows:
Tap Order Detail in the list in the left pane, and then tap the plus (+) icon in the right pane.
Enter the information for the new return order line item in the fields that appear, and then save the record.